Next Level Wealth Planning’s NBT Bancorp NBTB Stock Holding History

Next Level Wealth Planning’s Portfolio NBTB Stock Details NBTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$16.7K	Buy	+332	New	+$17.2K	0.01%	290

Other funds holding NBTB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Next Level Wealth Planning's NBTB Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in NBT Bancorp (NBTB) in Q3 2026: 332 shares worth $16.7K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings.

128 funds tracked by Wall St. Rank hold NBTB as of Q3 2026.

Next Level Wealth Planning held 332 shares of NBT Bancorp worth $16.7K as of Q3 2026.
NBT Bancorp was a new Next Level Wealth Planning position in Q3 2026.
NBT Bancorp made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #290 holding.
128 funds tracked by Wall St. Rank held NBT Bancorp as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.